To add a single or multiple contacts to an organization, first perform a Search.
From the search results, select which records you want. Your options for choosing contacts are:
From the -more actions- dropdown menu at the top of the list of found contacts, choose Add Contacts to Organization and click Go.
This will bring you to the "Add Members to Organization" screen.
Relationship Type - Select either Employee of or Volunteer for.
NOTE: This list depends on the relationship types your administrator has set.
Find Target Organization - Enter the name of the organization.
A list of organizations matching the terms you entered will appear.
Mark the target contact(s) for this relationship if it appears. Otherwise you may modify the search name entered and click Search again.
If no matches are found you will see the message:
No matching results for
- Name like: (search term)
- Contact type: Organization
Check your spelling, or try fewer letters for the target contact name.
If you need to further refine your search for the target organization, you can click on the Advanced Search or Search Builder links near the top of the page.
Click Add to Organization to add the contact(s) or Cancel to cancel.